Sagespring Wealth Partners
BURL icon

Sagespring Wealth Partners’s Burlington BURL Stock Holding History

Sagespring Wealth Partners’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,007
Closed -$319K – 892
2026
Q2 		$319K Sell
1,007
-173
-15% -$55.8K ﹤0.01% 672
2026
Q1 		$384K Buy
1,180
+350
+42% +$107K 0.01% 572
2025
Q4 		$240K Sell
830
-3
-0.4% -$814 ﹤0.01% 698
2025
Q3 		$212K Sell
833
-45
-5% -$12.2K ﹤0.01% 706
2025
Q2 		$204K Buy
+878
New +$209K ﹤0.01% 688
2025
Q1 		– Sell
-841
Closed -$240K – 660
2024
Q4 		$240K Buy
+841
New +$227K 0.01% 540

Other funds holding BURL

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Sagespring Wealth Partners's BURL Position: Q3 2026 in Review

Sagespring Wealth Partners sold out of Burlington (BURL) in Q3 2026, closing a stake of 1,007 shares — an estimated $319K sold.

Sagespring Wealth Partners first reported a position in BURL in Q4 2024 and held it in 6 quarters. The position peaked at $384K in Q1 2026. 478 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Sagespring Wealth Partners reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,007 Burlington shares in Q3 2026, an estimated $319K.
  • Sagespring Wealth Partners first reported a position in Burlington in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's Burlington position peaked at $384K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.